JM2 Capital’s Coca-Cola KO Stock Holding History

JM2 Capital’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Buy	2,881 +40	+1%	+$3.16K	0.16%	110
2026 Q1	$216K	Buy	+2,841	New	+$215K	0.18%	107

Other funds holding KO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

JM2 Capital's KO Position: Q2 2026 in Review

JM2 Capital increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $3.16K and bringing the position to 2,881 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #110.

JM2 Capital first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 2,250 funds tracked by Wall St. Rank hold KO as of Q2 2026.

JM2 Capital held 2,881 shares of Coca-Cola worth $234K as of Q2 2026.
JM2 Capital bought 40 Coca-Cola shares in Q2 2026, an estimated $3.16K.
Coca-Cola made up 0.16% of JM2 Capital's portfolio in Q2 2026, its #110 holding.
JM2 Capital first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
2,250 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.